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JPMorgan Chase
JPM

Overview Fund Activity

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$952M
3
Capital World Investors
Capital World Investors
California
+$796M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$418M
5
AIG
American International Group
New York
+$362M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.21B
3
State Street
State Street
Massachusetts
-$616M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$598M
5
Deutsche Bank
Deutsche Bank
Germany
-$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
926
Kingsview Wealth Management
Oregon
$6.41M +$110K +1,131 +2%
TEC
927
Tiger Eye Capital
Tennessee
$6.4M -$7.01M -71,809 -52%
CAM
928
Cresset Asset Management
Illinois
$6.4M +$6.4M +65,587 New
WIS
929
Wright Investors Service
Connecticut
$6.39M +$97.9K +1,003 +2%
AC
930
Addenda Capital
Quebec, Canada
$6.36M +$148K +1,520 +2%
PAM
931
Peak Asset Management
Colorado
$6.34M +$634K +6,497 +11%
SCM
932
Suffolk Capital Management
New York
$6.33M +$1.21M +12,367 +24%
KLWA
933
Kelly Lawrence W & Associates
California
$6.31M -$527K -5,400 -8%
EIM
934
Essex Investment Management
Massachusetts
$6.3M -$68.7K -704 -1%
MC
935
MRJ Capital
New York
$6.3M -$146K -1,500 -2%
III
936
Independent Investors Inc
New York
$6.28M +$327K +3,350 +5%
DWA
937
Douglass Winthrop Advisors
New York
$6.26M -$204K -2,090 -3%
PTB
938
Pioneer Trust Bank
Oregon
$6.23M +$161K +1,650 +3%
CII
939
Capital International Inc
California
$6.21M -$248K -2,542 -4%
BWM
940
Buckley Wealth Management
Nevada
$6.2M +$774K +7,928 +14%
DR
941
Davis Rea
Ontario, Canada
$6.18M +$525K +5,380 +9%
Loomis, Sayles & Company
942
Loomis, Sayles & Company
Massachusetts
$6.18M -$12.6M -128,741 -67%
PC
943
Port Capital
Illinois
$6.16M -$145K -1,489 -2%
TCOT
944
Trust Company of Toledo
Ohio
$6.1M +$25.1K +257 +0.4%
CSS
945
Cubist Systematic Strategies
Connecticut
$6.06M +$1.65M +16,865 +37%
GIA
946
GHP Investment Advisors
Colorado
$6.06M +$390K +3,997 +7%
BFIM
947
Beese Fulmer Investment Management
Ohio
$6.06M +$176K +1,800 +3%
LNWWM
948
Laird Norton Wetherby Wealth Management
California
$6.05M -$152K -1,554 -2%
CCM
949
Cadence Capital Management
Massachusetts
$6.03M -$7.71M -78,975 -56%
AIM
950
AMI Investment Management
Indiana
$6.02M +$8.79K +90 +0.1%
36 37
38
39 40